Wealth Management Services

Retirement Investing

Deciding when to retire is one of the most difficult decisions you will make in life. Why? Because most people worry about having enough money to last through their retirements, and whether they will be able to maintain their current lifestyles. Certainly, our current economic environment, longer life expectancies, rising health care costs, and the demise of traditional pension plans are good reasons for concern.

Retirement Investing is our expertise. We offer a complete range of retirement tools and investment vehicles that will help you create a portfolio that is tailored for your individual needs, goals and financial requirements.

If you’re planning to retire, some of the questions you may be asking yourself are:

At what age should I retire?

How much should I save to be able to be financially independent when I retire?

Which employer options are the best ones for me when I retire?

How much can I afford to withdraw from my investments?

How do I maximize the tax efficiency of my retirement plan?

Is my estate plan optimized with my retirement plan?

What is the best way to leave a legacy to my family?

Regardless of where your retirement planning stands today, Novus Wealth Advisors will help you answer these questions and many others. When you meet with us, we will navigate you through a process in which you will first gain clarity on your goals and objectives. With this clarity, you will have the confidence to make the difficult decisions you face prior to and during retirement. We will implement the required solutions and, most importantly, manage the results and maintain the course you selected so you’ll have the peace of mind that your retirement plan will provide enough financial freedom to help you work towards accomplishing your retirement goals.